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list-allocations

Retrieve a list of allocations from Float, with optional filters by project, person, date range, status, and pagination.

Instructions

List all allocations with optional filtering (same as tasks in Float API)

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
project_idNoFilter by project ID
people_idNoFilter by person ID
start_dateNoFilter by start date (YYYY-MM-DD)
end_dateNoFilter by end date (YYYY-MM-DD)
statusNoFilter by status (numeric)
pageNoPage number for pagination
per-pageNoNumber of items per page (max 200)

Implementation Reference

  • The main handler function that executes the 'list-allocations' tool logic. It calls floatApi.getPaginated('/tasks', params, allocationsResponseSchema) to list allocations from the Float API (which uses the /tasks endpoint for allocations). The handler accepts optional filtering parameters: project_id, people_id, start_date, end_date, status, page, and per-page.
    export const listAllocations = createTool(
      'list-allocations',
      'List all allocations with optional filtering (same as tasks in Float API)',
      z.object({
        project_id: z.number().optional().describe('Filter by project ID'),
        people_id: z.number().optional().describe('Filter by person ID'),
        start_date: z.string().optional().describe('Filter by start date (YYYY-MM-DD)'),
        end_date: z.string().optional().describe('Filter by end date (YYYY-MM-DD)'),
        status: z.number().optional().describe('Filter by status (numeric)'),
        page: z.number().optional().describe('Page number for pagination'),
        'per-page': z.number().optional().describe('Number of items per page (max 200)'),
      }),
      async (params) => {
        const response = await floatApi.getPaginated(
          '/tasks', // Allocations are managed through /tasks endpoint
          params,
          allocationsResponseSchema
        );
        return response;
      }
    );
  • The Zod schema for individual allocation objects returned by the Float API. Defines the shape of each allocation with fields like task_id, project_id, people_id, start_date, end_date, hours, notes, billable, repeat_state, task_type, and status.
    export const allocationSchema = z.object({
      task_id: z.number().optional(), // Float API uses task_id for allocations
      project_id: z.number().optional(),
      people_id: z.number().optional(), // Float API uses people_id, not person_id
      start_date: z.string().nullable().optional(),
      end_date: z.string().nullable().optional(),
      hours: z.number().nullable().optional(),
      notes: z.string().nullable().optional(),
      created: z.string().nullable().optional(), // Float API uses 'created', not 'created_at'
      modified: z.string().nullable().optional(), // Float API uses 'modified', not 'updated_at'
      billable: z.number().nullable().optional(), // 0 = non-billable, 1 = billable
      repeat_state: z.number().nullable().optional(),
      repeat_end: z.string().nullable().optional(),
      task_type: z.number().nullable().optional(),
      status: z.number().nullable().optional(),
    });
  • The response schema for list-allocations - an array of allocationSchema objects.
    export const allocationsResponseSchema = z.array(allocationSchema);
  • Imports listAllocations from the allocations module and registers it in the legacyTools array for use in the MCP server.
    import {
      listAllocations,
      getAllocation,
      createAllocation,
      updateAllocation,
      deleteAllocation,
    } from './project-management/allocations.js';
  • The listAllocations tool is included in the legacyTools array exported from the index, making it available for registration with the MCP server.
    listAllocations,
    getAllocation,
    createAllocation,
    updateAllocation,
    deleteAllocation,
Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations provided, and the description only says 'List all allocations', implying a read operation. It lacks explicit disclosure of behaviors like pagination, rate limits, or data scope beyond what the schema suggests.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Single sentence, very concise and front-loaded. Could be improved with brief structuring (e.g., listing available filters), but it communicates the core action efficiently.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Lacks explanation of return values (no output schema), pagination behavior, date format requirements, or how 'status' is interpreted. The description is too minimal to fully guide complex usage.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so each parameter already has a description. The tool description does not add additional meaning or clarify the numeric status parameter, hence baseline score.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

Clearly states 'List all allocations with optional filtering', a specific verb+resource. However, it does not differentiate from sibling tools like list-project-tasks, which could be confused.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No guidance on when to use this tool versus alternatives like list-project-tasks or get-allocation. The description merely says 'same as tasks in Float API', which is vague and does not provide explicit usage context.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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